Winmark Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:WINA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
30 May 25	SellUS$1,703,805	Anthony Ishaug	Individual	4,000	US$428.14
16 May 25	SellUS$685,168	Jenele Grassle	Individual	1,600	US$428.23
06 May 25	SellUS$586,712	Anthony Ishaug	Individual	1,600	US$368.14
25 Nov 24	SellUS$2,669,676	Ronald Olson	Individual	6,400	US$424.35
25 Nov 24	SellUS$1,285,398	Lawrence Barbetta	Individual	3,021	US$426.02
06 Nov 24	SellUS$1,408,796	Brett Heffes	Individual	3,500	US$405.00
18 Oct 24	SellUS$918,219	Anthony Ishaug	Individual	2,400	US$385.46
31 Jul 24	SellUS$833,734	Lawrence Barbetta	Individual	2,112	US$396.03
31 Jul 24	SellUS$119,736	Lawrence Barbetta	Individual	300	US$399.12
29 Jul 24	SellUS$286,182	Lawrence Barbetta	Individual	707	US$405.09

Insider Trading Volume

Insider Buying: WINA insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of WINA?
Owner Type	Number of Shares	Ownership Percentage
General Public	168,429	4.77%
Individual Insiders	594,937	16.8%
Institutions	2,768,644	78.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 74.84% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.2%	Ronald Olson	396,908	US$153.2m	0%	no data
9.28%	Neuberger Berman Investment Advisers LLC	327,807	US$126.6m	-1.64%	0.09%
7.26%	BlackRock, Inc.	256,533	US$99.0m	0.29%	no data
4.97%	Renaissance Technologies LLC	175,531	US$67.8m	0.75%	0.09%
4.85%	The Vanguard Group, Inc.	171,334	US$66.2m	1.41%	no data
4.84%	AltraVue Capital, LLC	170,773	US$65.9m	-2.42%	5.24%
3.19%	Brett Heffes	112,785	US$43.5m	0%	no data
3.04%	Port Capital LLC	107,401	US$41.5m	1.4%	1.75%
2.63%	Dimensional Fund Advisors LP	92,728	US$35.8m	-9.45%	0.01%
2.5%	William Blair Investment Management, LLC	88,436	US$34.1m	4.28%	0.04%
2.38%	Nine Ten Capital Management, LLC	83,900	US$32.4m	0%	9.59%
2.18%	State Street Global Advisors, Inc.	77,132	US$29.8m	-0.1%	no data
2.12%	Geode Capital Management, LLC	74,816	US$28.9m	4.71%	no data
1.8%	Anthony Ishaug	63,483	US$24.5m	7.65%	no data
1.79%	Copeland Capital Management, LLC	63,209	US$24.4m	-3.09%	0.45%
1.72%	Eaton Vance Management	60,802	US$23.5m	-1.52%	no data
1.56%	Bessemer Investment Management LLC	55,132	US$21.3m	4.04%	0.03%
1.39%	Rockefeller & Co. LLC	48,932	US$18.9m	62.1%	0.04%
1.33%	Northern Trust Global Investments	47,076	US$18.2m	0.88%	no data
0.97%	Raymond James Financial Inc., Asset Management Arm	34,176	US$13.2m	11.3%	no data
0.87%	Mountain Pacific Investment Advisers, LLC	30,848	US$11.9m	-0.65%	0.81%
0.79%	Mawer Investment Management Ltd.	28,058	US$10.8m	-63.9%	0.02%
0.75%	Schwartz Investment Counsel, Inc.	26,600	US$10.3m	0%	0.32%
0.71%	Allspring Global Investments, LLC	25,034	US$9.7m	2,710%	0.01%
0.68%	Envestnet Asset Management, Inc.	23,923	US$9.2m	33%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/07/01 19:47
End of Day Share Price	2025/07/01 00:00
Earnings	2025/03/29
Annual Earnings	2024/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Winmark Corporation is covered by 2 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Thomas Forte	Maxim Group
Navneet Goswami	Virtua Research Inc.